MSFP
SFIX

Mark Sheptoff Financial Planning’s Stitch Fix SFIX Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio SFIX Stock Details SFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-100
Closed -$3K – 380
2018
Q2 		$3K Buy
+100
New +$2.27K ﹤0.01% 333

Other funds holding SFIX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HCM
Hitchwood Capital Management New York $184M AUM 3.18% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mark Sheptoff Financial Planning's SFIX Position: Q3 2018 in Review

Mark Sheptoff Financial Planning sold out of Stitch Fix (SFIX) in Q3 2018, closing a stake of 100 shares — an estimated $3K sold.

Mark Sheptoff Financial Planning first reported a position in SFIX in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 181 funds tracked by Wall St. Rank hold SFIX as of Q3 2018.

  • Mark Sheptoff Financial Planning reported no remaining Stitch Fix position as of Q3 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 Stitch Fix shares in Q3 2018, an estimated $3K.
  • Mark Sheptoff Financial Planning first reported a position in Stitch Fix in Q2 2018 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Stitch Fix position peaked at $3K in Q2 2018.
  • 181 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2018, filed 13 Nov 2018.